Senior Wealth Management Relationship Advisor

Washington Trust Bank; Seattle (WA); On-site; USD 139,000 - 241,000; Full time

Job summary

Washington Trust Bank seeks a seasoned WMAS Relationship Manager to act as a proactive advisor delivering investment, trust, and fiduciary services within the Seattle area. The role coordinates complete client relationships, drives business development, and ensures high-quality service while maintaining profitability and fiduciary standards.

As lead advisor, you will work with product specialists to meet client needs, monitor evolving objectives, and expand relationships through proactive

Qualifications

• Bachelor’s Degree in Finance, Accounting, Business or related field.
• Proven analytical skills; ability to review and interpret complex data.
• Excellent written and verbal communication skills; ability to analyze and articulate complex ideas.

Responsibilities

• Coordinate and oversee complete client relationship and service delivery.
• Retain and expand a book of relationships, understanding account intricacies.
• Design and implement strategies to meet client fiduciary needs and goals.
• Lead client relationships and ensure compliant, profitable service delivery.

Skills

Relationship management

Client service

Sales & business development

Communication

Fiduciary understanding

Education

Bachelor’s degree in Finance/Accounting/Business

Job description

Washington Trust Bank seeks a seasoned WMAS Relationship Manager to act as a proactive advisor delivering investment, trust, and fiduciary services within the Seattle area. The role coordinates complete client relationships, drives business development, and ensures high-quality service while maintaining profitability and fiduciary standards.

As lead advisor, you will work with product specialists to meet client needs, monitor evolving objectives, and expand relationships through proactive